CloudExtend

ExtendInsights Analytics | Know what our product is all about

Product Overview: ExtendInsights for Analytics NetSuite

How to pull Saved Searches using ExtendInsights for Analytics NetSuite

Analytics NetSuite

ExtendInsights Analytics | Guide to help streamline your setup

Admin: ExtendInsights Analytics for NetSuite Setup Guide (Enterprise)

ExtendInsights Analytics | Logging in and managing license in the CloudExtend portal

Admin: How to manage ExtendInsights for Analytics NetSuite Professional + Enterprise Licenses and Administer Users

ExtendInsights Analytics | Learn how to install the Excel bundle

Admin: Installing the Excel bundle for ExtendInsights for Analytics NetSuite

ExtendInsights Analytics | Learn how Admins can install ExtendInsights Apps for multiple users at once

Admin: ExtendInsights for NetSuite can be installed by your Microsoft 365 Admin

ExtendInsights Analytics | Learn how to request approval ExtendInsights Admin portal  access from your Microsoft Admin

Admin: Request for Justification Form

ExtendInsights Analytics | Admin's checkpoint for new users of ExtendInsights

Admin: Add New Users to ExtendInsights for Analytics NetSuite

Guides on configuration and setup needed for Admins

Admin Setup Guide

ExtendInsights Analytics  | Learn how to install ExtendInsights Analytics and get started

Getting Started: Installing ExtendInsights for Analytics NetSuite

ExtendInsights Analytics | How to login to ExtendInsights Analytics

End-User: Logging into ExtendInsights for Analytics NetSuite

ExtendInsights Analytics | Check out the Getting Started Guide for ExtendInsights Analytics

End-User: Getting Started Guide for ExtendInsights Analytics

ExtendInsights Analytics | Guides and resources to ensure you are setup for success

🔍 Find all your important ExtendInsights Analytics Resources in 1 place here!

ExtendInsights Analytics | Learn about best practices when using ExtendInsights Analytics

Best Practices for ExtendInsights for Analytics NetSuite

Everything you need to know to get started with ExtendInsights for Analytics NetSuite! 

Getting Started for End-Users

ExtendInsights Analytics | Experience the new ExtendInsights interface

The Interface - ExtendInsights Analytics Workspace

ExtendInsights Analytics |  Adding NetSuite saved searches to ExtenInsights Analytics

Adding NetSuite Saved Searches to ExtendInsights Analytics

ExtendInsights Analytics | Learn how to transfer searches downloaded to another connection

Run Saved Searches to different NetSuite account

ExtendInsights Analytics | Learn how to embed an Excel file in a NetSuite portlet

Embed your Excel file or PowerBI report in a NetSuite Portlet

ExtendInsights Analytics | Learn how to add your NetSuite saved searches to a schedule with ExtendInsights for Analytics NetSuite

Scheduling your NetSuite Saved Searches with ExtendInsights Analytics

ExtendInsights Analytics | Learn how to manage your saved searches schedule

Managing Existing Scheduled NetSuite NetSuite Saved Searches for ExtendInsights Analytics

ExtendInsights Analytics | Learn how to filter saved search reports directly from the app

Apply Filters on Saved Searches

Learn how to use ExtendInsights for Analytics NetSuite

Features

ExtendInsights Analytics | Build your first sales dashboard

Building a Sales Dashboard with ExtendInsights for Analytics NetSuite

Learn how to prepare your NetSuite saved searches to generate Income Statements, Balance Sheets, and Trial Balances

Financial Statements

Creating Income Statements from G/L Search

Creating Balance Sheets From G/L Search

ExtendInsights Analytics | Creating a trial balance using NetSuite saved searches

Creating a Trial Balance Using NetSuite Saved Searches Instead of Reports

See use cases on how you can use ExtendInsights for Analytics NetSuite

Business Use Cases

ExtendInsights Analytics | Learn about what we're considering building, what we're building now, and what was recently released

ExtendInsights Excel for NetSuite Roadmap

ExtendInsights Analytics | What are NetSuite saved searches and how can they benefit you?

FAQ: NetSuite Saved Searches

ExtendInsights Data Management | Learn about upgrade options and more before moving to the latest release

Upgrade to the NextGen version of CloudExtend Excel Data Management

ExtendInsights Analytics | Learn how to transfer ownership workbooks

FAQ: How to Transfer Ownership of Workbooks

ExtendInsights Analytics | Learn how to add hyperlinks to the original NetSuite transaction record in Excel

FAQ: Adding hyperlinks to NetSuite records in Excel

ExtendInsights Analytics | Learn if the Microsoft Grant Consent has been given to CloudExtend

FAQ: Setting to check your Microsoft Grant Status for Scheduling

ExtendInsights Analytics | Know the different setting and options you can do when going to the Menu

FAQ: Understanding ExtendInsights Analytics Menu Options

Frequently asked questions for ExtendInsights for Analytics NetSuite

FAQs

ExtendInsights Analytics | Learn about errors returned when running your NetSuite saved searches

Common issues

XLANS | Know the reason and workaround when you are getting Unexpected API error

Troubleshooting: Unexpected API Error

ExtendInsights Analytics | Troubleshooting when getting 'Won't work because it would move cells in a table on your worksheet' error

Troubleshooting: Won't work because it would move cells in a table on your worksheet

ExtendInsights Analytics | See resolution on how to resolve if you cannot pull any records from your saved searches

Troubleshooting: Criteria with null values

ExtendInsights Analytics | Troubleshooting when getting mismatch headers error from ExtendInsights

Troubleshooting: Mismatch Headers

ExtendInsights Analytics | List of error codes captured on scheduled runs and what to do to resolve them

Troubleshooting: ExtendInsights Analytics Flow Errors and Needed Action

ExtendInsights Analytics | Know what steps to take to resolve persist search permission error

Troubleshooting: Permission Violation: You need the 'Lists -> Persist Search' permission to access this page

ExtendInsights Analytics | Know why this happens on how to resolve the issue

Troubleshooting: When downloading saved searches data is not inside the table

Experiencing difficulties? Take a look at the articles for step-by-step instructions for errors when using ExtendInsights for Analytics  NetSuite

Troubleshooting

Admin Portal

Webinar Replays

Find answers and get help from Intercom Support and Community Experts

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